Solution
Veylance is built
for Wealth Management & RIA.
As alternatives become core to private wealth,
you need a way to scale diligence, distribution, and monitoring.
Get funds approved.
Arm every advisor.
Invest with your best judgement.
Get funds approved.
A new fund has to pass diligence, be approved by an IC, and fit the platform before distribution. Veylance helps your team review the data room, pressure test the manager, and move diligence toward approval.
Arm every advisor.
You need to be able to quickly and accurately assess the risks and opportunities of a potential investment. Veylance helps you do just that.
Track every commitment.
Track and automate every post-investment workflow so your team can stay on top of your client's needs.
Uses
Meant for the scale of private wealth channels.
Diligence managers, prepare advisor materials, monitor client portfolios, and streamline committee-ready materials.
Portfolio Monitoring & Reporting
Monitor fund updates, valuations, exposures, performance, and documents across every client's portfolio.
Advisor Materials
Turn diligence into talking points, snapshots, and polished materials.
IC Memos & Two-Pagers
Draft two-pagers and investment committee ready memos backed by high-quality data.
Manager Research & Diligence
Bottoms-up fund diligence on every manager completed in minutes.